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Schedule your FREE strategy session to get started on your personalized Compass Report!

Typical potential results of a Compass Report:

  • 30-50% potential increase in net-spendable retirement income above current path projections; and/or
  • Potentially retire 3-5 years earlier than current path projections; and/or
  • Increased longevity of retirement assets by 7-10+ years longer than current path projections
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At Abshire Family Financial, we believe in a holistic approach to your retirement planning. "RETIRE" is an acronym for:

Retirement Estate Taxes Income Risk Enjoyment.

A Compass Report addresses each of these critical areas into account and shows you your current path and then a more holistic path with strategic, step-by-step implementation.

No gimmicks. No fluff. Just math.

Asset Location Is More Important Than Asset Allocation

Where do the majority of your retirement assets live?

Taxable

While usually highly liquid, taxable vehicles (bank accounts, CDs, mutual funds/ETFs, bonds, etc) are taxable with every realized gain. This can severely detriment your long-term accumulation efforts to the tune of hundreds of thousands of dollars.

Tax-deferred/Tax-procrastination

Typical retirement accounts (such as 401(k)s and IRAs) procrastinate taxes until the future. Contrary to popular belief, most retirees do not find themselves in a lower tax liability situation upon retirement. These types of accounts generally maximize your taxes over your lifetime. Some financial experts have started referring to them as "tax-maximization" accounts. Many Americans come to realize their silent retirement partner (the IRS) isn't so silent once retirement begins.

Tax-free

Taking advantage of vehicles in the tax-free location can potentially increase your net-spendable retirement income significantly, protect you against inevitable tax increases, and increase the longevity of your retirement assets by many years.

Strategically relocating portions of your taxable and tax-deferred assets to the tax-free location is a critical piece to optimizing your retirement. A Compass Report can help you create multiple streams of tax-free income.

Jesse Abshire

Jesse Abshire the CEO and founder of Abshire Family Financial. He leads a team of diverse, community-centered advisors that adhere to fiduciary standards. He holds undergraduate degrees in Macroeconomics, Accounting and Business Finance. He holds graduate degrees in Psychology and has a Medical Doctorate. He provides thought leadership throughout the industry as an active member of the Association of Financial Consultants. Previous to founding Abshire Family Financial, Jesse served in the United States Army, 10th Mountain Division and is known in the financial world as the "Volatile Vet," helping clients manage volatility in their retirement planning as well as life . He believes in giving back to the community and serves as a honorary sheriff in Washoe County.

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Is the 0% Tax-bracket in Retirement Possible?

With the right Compass Report and strategic implementation, we have found that many people can achieve the 0% tax-bracket in retirement.

This does not happen on accident.

It happens on purpose.

It happens by planning for it.

It happens because you take action.

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Two Roads Diverged . . .

Your Compass Report will be tailored and customized to your specific situation. There's nothing cookie cutter about it. Each report will contain an analysis of at least two paths.

Current Path

Taking into account your assets and current circumstances, the Current Path analysis creates reasonable projected outcomes that take into account the dangers, opportunities, and strengths of your current situation. Essentially, "If you changed nothing, what does your future likely look like?"

  • Net-spendable retirement income analysis
  • Longevity analysis
  • Market-risk analysis
  • Tax-risk analysis
  • Inflation-risk analysis
  • Catastrophic event risk analysis

Holistic Path

Using the results of the Current Path as a benchmark, we go to work behind the scenes and create a customized plan to utilize tax-free retirement strategies, then run the projections again and compare.

Typical potential results of the Compass Report:

  • Potential creation of 3-4 streams of tax-free retirement income
  • Potentially achieving the 0% tax-bracket
  • Increase in potential net-spendable income of 30-50% above the Current Path
  • Increase potential longevity projections by years to decades above the Current Path
  • Significant decrease in market-risk compared to Current Path
  • Decrease of potential total tax liability by hundreds of thousands of dollars
  • Increase of potential projected legacy to heirs by hundreds of thousands to millions of dollars
  • Potential Increased resilience from catastrophic events (death, long-term care needs, severe market crashes, etc.)

Optimize Retirement.

Create Tax-free Income.

Whether you are in retirement or still working toward it, a personalized Compass Report can potentially:

  • Reduce your taxes in retirement by hundreds of thousands
  • Increase your total income in retirement by hundreds of thousands
  • Increase longevity of your retirement nest egg by years to decades

Opinions don't matter. Math matters.

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Clear. Concise. Compelling.

Your personalized Compass Report will be straightforward, easy to understand, and compelling with clear action steps. We don't do fluff. Let the math of tax-free retirement planning be your guide.

01

Tax-efficient Income

Increasing your retirement income has everything to do with cutting out friction (fees) as much as possible. Taxes are the largest fee in retirement planning.

02

Opportunity & Risk

A Holistic Retirement Analysis can show you pathways to potentially decreasing your market, longevity, inflation, and tax risks while increasing your opportunities for a more fulfilling retirement.

03

Plan, Create, & Execute

The strategies within your Holistic Retirement Analysis will show you how to relocate inefficient taxable and tax-deferred assets to tax-free assets with the capability of producing greater income for longer periods and maximizing your legacy.

04

Optimization

You've sacrificed to accumulate your retirement nest egg. Let a Compass Report with a holistic approach show you how to potentially optimize it with tax-free income for the best potential retirement possible.

Let’s optimize your retirement.

Abshire Family Financial focuses on tax-free retirement strategies. We're passionate about it. We excel at it. Let us create a free Compass Report for you and prove it.

Schedule your complimentary strategy session today.

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